Verisk Analytics (VRSK)
NASDAQ:VRSK
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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.94Last Year’s EPS
1.88Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly constructive picture: solid organic revenue growth, subscription resilience, margin expansion, strong product and AI momentum, strategic client wins and continued shareholder returns. These positives were tempered by identifiable near-term headwinds — low weather-driven transactional softness, a government contract work stoppage, higher interest expense and extended AI contract cycles — which management characterized as temporary and expected to abate through the year. Guidance was reaffirmed and leverage remains within target. Overall, the favorable operating trends and strategic momentum outweigh the temporary challenges.Company Guidance
Organic Revenue Growth Across Businesses
Organic constant currency (OCC) revenue grew 4.7% overall, with underwriting up 5.3% and claims up 3.4%.
Subscription Revenue Strength
Subscription revenues (84% of total) grew 7% on an OCC basis and continue to show durability versus transactional revenue.
Adjusted EBITDA Growth and Margin Expansion
OCC adjusted EBITDA grew 5.9% and total adjusted EBITDA margin expanded by 60 basis points to 55.9%.
GAAP and Adjusted Earnings Progress
GAAP revenue was $783M (+4% YoY); net income $234M (+1% YoY); diluted GAAP EPS $1.73 (+5% YoY). Adjusted net income rose 0.6% to $246M and adjusted diluted EPS increased 5.2% to $1.82.
Strong Cash Returns to Shareholders
Paid $0.50 dividend (+11% YoY) totaling $66M, initiated $1.5B accelerated share repurchase program, repurchased $126M in open market activity and retired 7.6M shares (≈$1B remaining authorization).
Balance Sheet and Leverage in Target Range
Issued $1B senior notes and $500M term loan; net interest expense rose but leverage stands at 2.4x debt to adjusted EBITDA, within 2.0–3.0x target range.
Product and Innovation Momentum (AI and Imagery)
Aerial imagery offerings have grown revenue >30% over the last 2 years; digital media forensics onboarded a sixth top-10 carrier; 7 new client-facing modules released in Q1 with 25 planned for 2026; over 20 follow-up meetings related to augmented underwriting and strong POC/trial activity.
Category-Specific Outperformance
Catastrophe & Risk Solutions delivered double-digit growth and Life business posted double-digit organic revenue growth; Verisk Synergy Studio interest is high and product releases (U.S. tropical cyclone model, Verisk Energy Studio) remain on track.
Strategic Client Wins and Engagement
Won a competitive RFP to partner with a global insurer to create a next-generation digitally native underwriting entity; flagship events (VIC, IFM) had record attendance and strong AI session engagement.
Guidance Reaffirmation
Reaffirmed 2026 guidance: revenue $3.19B–$3.24B, adjusted EBITDA $1.79B–$1.83B, adjusted EBITDA margin 56%–56.5%, adjusted EPS $7.45–$7.75.
VRSK Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
VRSK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | $176.66 | $188.19 | +6.53% |
Feb 18, 2026 | $176.85 | $183.60 | +3.82% |
Oct 29, 2025 | $231.06 | $207.04 | -10.40% |
Jul 30, 2025 | $292.20 | $273.73 | -6.32% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Verisk Analytics (VRSK) report earnings?
Verisk Analytics (VRSK) is schdueled to report earning on Aug 05, 2026, After Close (Confirmed).
What is Verisk Analytics (VRSK) earnings time?
Verisk Analytics (VRSK) earnings time is at Aug 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is VRSK EPS forecast?
VRSK EPS forecast for the fiscal quarter 2026 (Q2) is 1.94.